Decker Wealth Management LLC - Portfolio overview

Decker Wealth Management LLC has 104 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. VUG - VANGUARD INDEX FDS, 7.29%
  2. SDVY - FIRST TR EXCHANGE-TRADED FD, 5.32%
  3. COWZ - PACER FDS TR, 5.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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